See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,549 | $110,094-52.3% | $151,611-65.3% | $68,494-23.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -22.20% | -10.12%-12.1pp | 3.33%-25.5pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,740 | $4,471-61.1% | $6,166-71.8% | $2,596-33.0% |
| Participant deferral / active EE | $3,966 | $6,527-39.2% | $8,363-52.6% | $4,027-1.5% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |